Published On: November 12th, 2025Categories: Trade Ideas
Twilio Inc. (TWLO), a leading US CPaaS and customer engagement software provider, has quietly evolved into one of the strongest credits in the US software space, transitioning from high-growth volatility to disciplined, cash-generative profitability. This note highlights Twilio’s net cash balance sheet, rising-star rating trajectory (BB+ / Ba2 Positive) and strengthening free cash flow profile, alongside its growing strategic footprint in AI-driven customer engagement and credible ESG credentials.
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